Let's talk about financial advisor
performance

Returns you should expect

Appropriate performance benchmarks
Based on insights shared by 650+ industry veterans and university finance & business professors.

Stocks:  Returns for the stock (equity) investments in your portfolio should be measured against the return of the S&P 500 Total Return Index.
Bonds:  Returns for the bond (fixed income) investments in your portfolio should be measured against the return of the Bloomberg/Barclays U.S. Aggregate Bond Total Return Index. 

We encourage you to use the benchmark and blended benchmark return numbers below to measure the performance of your current financial advisor. Please don't hesitate to contact us with questions or if you require assistance with a search for a financial advisor. Trusted Wealth earns zero commissions or finder's fees from the advisors and planners we recommend. Our
financial advisor search and review practice was developed at Stanford University. Your money deserves the best. 

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Year

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021 ytd

Stock Benchmark
S&P 500
Total Return Index

-9.10%

-11.89%

-22.10%

28.58%

10.88%

4.91%

15.69%

5.49%

-37.00%

26.46%

15.06%

2.11%

16.00%

32.39%

13.69%

1.38%

11.96%

21.83%

-4.38%

31.49%

18.40%

24.04%

Year

Bond Benchmark
Bloomberg / Barclays U.S. Aggregate
Total Return Bond Index

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021 ytd

11.63%

8.44%

10.16%

4.10%

4.34%

2.43%

4.33%

6.97%

5.24%

5.93%

6.54%

7.84%

4.21%

-2.02%

5.97%

0.55%

2.65%

3.54%

0.01%

8.72%

7.51%

-1.55%

A commonly cited rule of thumb has helped simplify asset allocation (percentage of stocks vs bonds held).  It states that individuals should hold a percentage of stocks equal to 100 minus their age. So, for a typical 60-year-old, 40% of the portfolio should be in stocks. This is a very simple guide. Individual risk tolerance can cause actual asset allocations to deviate from these weightings.

Year

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021 ytd

Blended benchmark 
Annual Returns

70% Stocks
30% Bonds

60% Stocks
40% Bonds

50% Stocks
50% Bonds

40% Stocks
60% Bonds

More Risk
Less Risk

30% Stocks
70% Bonds

-2.88%

-5.79%

-12.42%

21.24%

8.92%

4.17%

12.35%

5.93%

-24.33%

20.30%

12.50%

3.83%

12.46%

22.07%

11.37%

1.13%

9.17%

16.34%

-3.06%

24.66%

15.13%

16.36%

-0.81%

-3.76%

-9.20%

18.79%

8.26%

3.92%

11.21%

6.08%

-20.10%

18.25%

11.65%

4.40%

11.28%

18.63%

10.60%

1.05%

8.24%

14.51%

-2.62%

22.38%

14.04%

13.80%

1.27%

-1.73%

-5.97%

16.34%

7.61%

3.67%

10.06%

6.23%

-15.88%

16.20%

10.80%

4.98%

10.11%

15.19%

9.83%

0.97%

7.31%

12.69%

-2.19%

20.11%

12.96%

11.25%

3.34%

0.31%

-2.74%

13.89%

6.96%

3.42%

8.91%

6.38%

-11.66%

14.14%

9.95%

5.55%

8.93%

11.74%

9.06%

0.88%

6.37%

10.86%

-1.75%

17.83%

11.87%

8.69%

5.41%

2.34%

0.48%

11.44%

6.30%

3.17%

7.77%

6.53%

-7.43%

12.09%

9.10%

6.12%

7.75%

8.30%

8.29%

0.80%

5.44%

9.03%

-1.31%

15.55%

10.78%

6.13%